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A new victim of "AI disruption" has emerged: the logistics industry. Last night, AI technology company Algorhythm released a white paper claiming its platform can reduce truck empty mileage by over 70% in actual deployments and increase freight volume by up to 400% without increasing operational staff. This caused a sharp drop in logistics and transportation stocks. Empty mileage has always been a key variable in the freight industry's profit margins. Traditional freight brokers rely on vast carrier networks, manual scheduling, and algorithmic tools to match cargo with capacity, profiting from "information asymmetry" and network efficiency. If AI platforms can achieve dynamic route optimization, real-time cargo matching, and automatic pricing on a larger scale, theoretically, it will weaken the bargaining power of traditional brokers in the matching process. Investors are considering: if AI penetrates the freight brokerage and scheduling processes on a large scale, will the business models of traditional logistics companies face a structural shock? In the short term, the market is pricing in "AI disruption" emotionally. As discussed yesterday, once people believe AI will impact an industry, their first reaction is to retreat and run. However, in the medium to long term, technological advancements in efficiency are the trend. We need to consider which players will ultimately emerge victorious. Can pure AI disrupt all industries, or will industry giants that actively embrace AI and can fundamentally transform them have a better chance?

qinbafrank
@qinbafrank
上周杀软件股、周一杀保险经纪、周二杀财富管理,Altruist周二推出用于制定税务策略的AI工具,功能直指传统财富管理公司的核心业务,嘉信理财大跌。保险经纪类股周一在Insurify推出新工具后经历了类似的重挫,标普500保险指数跌近4%。上周Anthropic发布的工具引爆软件股抛售。下一个AI受害者是谁? x.com/qinbafrank/sta…
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